Advised Investors Report 2026
Satisfaction & trust in an evolving AI world.
This report explores how advised clients in the UK experience financial advice today, and what that means for firms managing client relationships in the future. With a deeper dive into affluent clients with over £1 million in assets, we reveal key satisfaction and retention drivers, and deliver the latest insights on how AI is shaping client expectations and behaviours.
What the report covers:
Boring Money's Advised Investors Report 2026 is an in-depth analysis of the state of the UK advice relationship, covering the factors affecting the intergenerational wealth transfer, and the impact of AI tools entering the advice landscape. We also look at satisfaction scores, NPS and the Consumer Duty implications for firms evidencing client value against evolving service demands.
Six findings from the report:
The full report expands these findings with segment-level data.
This report is for:
Advice firms
Discretionary Fund Managers
Platforms offering advice
Wealth managers
Download the Advised Investors Report 2026 table of contents
Download the table of contents for a breakdown of the full report.
Read more:
Press: Over 2 in 5 advised clients with over £1 million have used AI for financial support
Boring Money's new Advised Investor Report 2026 finds 44% of advised clients with over £1m in investable assets have used AI for financial support, versus just 9% overall. CEO Holly Mackay says AI is "diminishing the adviser role of information-provider and increasing the role of trusted opinion-provider."
